Coastal Bridge Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Sell	10,010 -1,203	-11%	-$185K	0.13%	161
2025 Q1	$1.72M	Buy	+11,213	New	+$1.72M	0.42%	59
2020 Q3	–	Sell	-3,934	Closed	-$204K	–	151
2020 Q2	$204K	Buy	+3,934	New	+$204K	0.07%	120